EI
DCI icon

Ethic Inc’s Donaldson DCI Stock Holding History

Ethic Inc’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.83M Sell
31,493
-3,302
-9% -$284K 0.04% 416
2026
Q1 		$2.95M Buy
34,795
+7,346
+27% +$709K 0.05% 367
2025
Q4 		$2.43M Buy
27,449
+5,015
+22% +$436K 0.04% 422
2025
Q3 		$1.84M Sell
22,434
-848
-4% -$63.9K 0.03% 472
2025
Q2 		$1.62M Buy
23,282
+3,695
+19% +$249K 0.03% 485
2025
Q1 		$1.32M Sell
19,587
-1,872
-9% -$129K 0.03% 522
2024
Q4 		$1.45M Sell
21,459
-2,298
-10% -$169K 0.03% 502
2024
Q3 		$1.77M Sell
23,757
-304
-1% -$22K 0.04% 418
2024
Q2 		$1.72M Buy
24,061
+304
+1% +$22.3K 0.04% 425
2024
Q1 		$1.77M Buy
23,757
+722
+3% +$49.1K 0.04% 419
2023
Q4 		$1.51M Buy
23,035
+4,627
+25% +$282K 0.04% 426
2023
Q3 		$1.1M Buy
18,408
+2,858
+18% +$177K 0.04% 452
2023
Q2 		$972K Buy
15,550
+1,807
+13% +$113K 0.04% 458
2023
Q1 		$898K Buy
13,743
+677
+5% +$42.5K 0.04% 469
2022
Q4 		$769K Buy
13,066
+2,825
+28% +$162K 0.04% 439
2022
Q3 		$502K Buy
10,241
+1,847
+22% +$96.4K 0.03% 491
2022
Q2 		$404K Buy
8,394
+1,740
+26% +$87.6K 0.03% 536
2022
Q1 		$346K Buy
+6,654
New +$362K 0.02% 563

Other funds holding DCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ethic Inc's DCI Position: Q2 2026 in Review

Ethic Inc reduced its Donaldson (DCI) stake by 9.5% in Q2 2026, selling an estimated $284K and leaving 31,493 shares worth $2.83M. The position accounts for 0.04% of the portfolio, ranked #416.

Ethic Inc first reported a position in DCI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.95M in Q1 2026. 631 funds tracked by Wall St. Rank hold DCI as of Q2 2026.

  • Ethic Inc held 31,493 shares of Donaldson worth $2.83M as of Q2 2026.
  • Ethic Inc sold 3,302 Donaldson shares in Q2 2026, an estimated $284K.
  • Donaldson made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #416 holding.
  • Ethic Inc first reported a position in Donaldson in Q1 2022 and has held it in 18 quarters since.
  • Ethic Inc's Donaldson position peaked at $2.95M in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Donaldson as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.